Hanna CRM updates: July 16–31, 2026
In the second half of July, we introduced a more flexible Dashboard, document templates, new invoice operations, and a SABIS integration. We also expanded Worker, Surveys, AI, and API capabilities.
More flexible Dashboard
Dashboard widgets now use a responsive grid that adapts to the screen width. You can move and insert widgets, resize them, and undo the latest layout change with Ctrl+Z.
Related guide: Dashboard key features
DOCX templates for invoices
You can create custom document templates for Invoices and Proforma Invoices by uploading a DOCX file and using Hanna variables. The completed document can be generated as either a PDF or DOCX file.
Consolidating and splitting invoices
A consolidated Invoice PDF can show a single summary line while Hanna retains every detailed product and service line in the form. When the document status allows it, selected lines can also be moved from the Invoice view into a new Invoice.
Related guide: Copying, splitting, and recurring Invoices
SABIS integration
The new SABIS integration sends issued Invoices to the Lithuanian public-sector e-invoicing system. Hanna shows the transmission status, lets you retry a failed submission, and provides the generated XML for download.
Related guide: Invoice links, imports, exports, and integrations
More capabilities in Worker
Field staff can create Tasks themselves. Administrators can also allow users to view other specialists’ Tasks in the Calendar and filter them by role.
Anonymous surveys
A Survey can now be marked as anonymous. In this mode, the results do not store the identity of the respondent.
Related guide: Conditional logic, design, and anonymous surveys
AI data in Call History
When AI call analysis is enabled, the report can include the transcript, summary, key insights, and columns for selected metrics. These details can also be included in exports.
API v4 and MCP additions
API v4 and MCP now support Contact persons, Payments, and the employee list. Opportunity custom fields can also be displayed according to the selected process.
Related guide: API and MCP Settings and Documentation